+985.8%
ASX vs NUE
+423.6%
+562.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.4% | -0.7% |
| 7D | +12.4% | +2.8% | +9.6% | +11.3% |
| 30D | -19.8% | -2.1% | -17.7% | -18.4% |
| 3M | -10.3% | -7.3% | -3.0% | -7.2% |
| 6M | +1.2% | +8.9% | -7.6% | -1.7% |
| YTD | +123.0% | +55.6% | +67.4% | +89.2% |
| 1Y | +145.4% | +74.7% | +70.8% | +99.5% |
| 3Y | +368.6% | +71.7% | +297.0% | +268.8% |
| 5Y | +486.0% | +141.2% | +344.8% | +291.5% |
| All | +985.8% | +423.6% | +562.2% | +372.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling